Palm Valley Capital Management LLC is an investment adviser to an investment company based in Jacksonville Beach. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Florida.
Palm Valley Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The advisory firm has a single stream of revenue. Clients pay Palm Valley Capital Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Palm Valley Capital Management is investment companies with 1 clients and $0 of assets under management. Among the 3 most similar advisory firms, Palm Valley Capital Management has the highest percentage of investment companies out of all clients.
None of the firm’s clients are foreign persons or businesses.
Palm Valley Capital Management doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Palm Valley Capital Management LLC performs its advisory services is located at 422 Jacksonville Drive, Jacksonville Beach, FL 32250, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 904-747-2345. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at palmvalleycapital.com.